Workflow Automation Audit
Map your business processes and identify which workflows are automatable. Get savings estimates and a prioritized roadmap.
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Frequently Asked Questions
What if we don't know the exact error rate for a workflow?
Our calculator allows rough estimates (None, Low 15%). If you're unsure, start with your best guess - most customers refine this after implementation. The error rate is less critical to prioritization than hours spent, so don't let uncertainty block automation decisions.
How do I choose between No-Code, Low-Code, and Custom AI?
Start with No-Code (Zapier/Make) for simple, rule-based workflows with strong integrations. Use Low-Code when your workflow needs custom logic or complex conditions. Choose Custom AI when: no existing tool handles your workflow, you need machine learning, or you have unique business logic. Most companies start with No-Code to build momentum.
What's the difference between estimated and actual savings?
Our estimates are conservative (70-90% of potential). Actual results vary based on: data quality, process discipline, tool configuration, team training, and change management. We recommend measuring actual savings monthly. Most customers see 85-110% of estimated savings.
Can we automate workflows involving human judgment?
Yes, but partially. Workflows with judgment typically achieve 50-70% automation (AI handles clear-cut cases, humans handle exceptions). Examples: credit approval (AI approves good/bad cases, humans review borderline), customer support (AI handles common issues, humans handle complex ones).
How do we prioritize when we have limited budget?
Follow the Priority Matrix: focus on "Quick Wins" first (low effort, high savings). These typically have 3-6 month payback. Allocate 60% of budget to quick wins, 30% to strategic investments, 10% to exploratory projects. Most customers can fund 4-6 quick wins in year one.
What if automation breaks our process due to exceptions?
This is where the "Residual Manual Effort" comes in. We estimate 20-30% of work remains manual for No-Code tools. Design your automation to handle the 70-80% of common cases cleanly, with manual exception handling. As the system matures, you'll automate those exceptions too.
How long does the entire automation program take?
A typical company with 5-8 workflows: Phase 1 (quick wins, 8 weeks) + Phase 2 (medium workflows, 8 weeks) + Phase 3 (strategic, 8 weeks) = 6 months for portfolio completion. However, you'll see ROI after Phase 1 (8 weeks). Most companies compress the timeline to 4-5 months by running phases in parallel.
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